CIA
CXH

Capital Investment Advisors’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Capital Investment Advisors’s Portfolio CXH Stock Details CXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$223K Hold
27,962
– – ﹤0.01% 684
2025
Q4 		$222K Hold
27,962
– – ﹤0.01% 678
2025
Q3 		$220K Sell
27,962
-1,750
-6% -$13.3K ﹤0.01% 674
2025
Q2 		$227K Sell
29,712
-3,150
-10% -$24K ﹤0.01% 635
2025
Q1 		$260K Hold
32,862
– – 0.01% 581
2024
Q4 		$263K Sell
32,862
-3,500
-10% -$28.4K 0.01% 552
2024
Q3 		$299K Buy
36,362
+1,462
+4% +$11.8K 0.01% 509
2024
Q2 		$276K Sell
34,900
-7,500
-18% -$56.6K 0.01% 501
2024
Q1 		$323K Hold
42,400
– – 0.01% 469
2023
Q4 		$321K Sell
42,400
-5,390
-11% -$38.3K 0.01% 453
2023
Q3 		$338K Hold
47,790
– – 0.01% 428
2023
Q2 		$351K Hold
47,790
– – 0.01% 397
2023
Q1 		$353K Buy
47,790
+8,808
+23% +$64.6K 0.01% 414
2022
Q4 		$278K Sell
38,982
-12,655
-25% -$88K 0.01% 461
2022
Q3 		$348K Hold
51,637
– – 0.01% 386
2022
Q2 		$391K Buy
51,637
+7,500
+17% +$58.4K 0.01% 377
2022
Q1 		$377K Buy
44,137
+1,255
+3% +$11.4K 0.01% 412
2021
Q4 		$442K Hold
42,882
– – 0.01% 395
2021
Q3 		$429K Hold
42,882
– – 0.01% 383
2021
Q2 		$441K Buy
42,882
+9,515
+29% +$95.7K 0.02% 381
2021
Q1 		$327K Buy
33,367
+5,500
+20% +$53.9K 0.01% 409
2020
Q4 		$273K Hold
27,867
– – 0.01% 436
2020
Q3 		$262K Buy
27,867
+5,400
+24% +$52.1K 0.01% 414
2020
Q2 		$212K Buy
+22,467
New +$205K 0.01% 446
2020
Q1 		– Sell
-15,401
Closed -$150K – 479
2019
Q4 		$150K Buy
+15,401
New +$151K 0.01% 493

Other funds holding CXH

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital Investment Advisors's CXH Position: Q1 2026 in Review

Capital Investment Advisors held its MFS Investment Grade Municipal Trust (CXH) position steady in Q1 2026 at 27,962 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Capital Investment Advisors first reported a position in CXH in Q4 2019 and has held it in 25 quarters since. The position peaked at $442K in Q4 2021. 33 funds tracked by Wall St. Rank hold CXH as of Q1 2026.

  • Capital Investment Advisors held 27,962 shares of MFS Investment Grade Municipal Trust worth $223K as of Q1 2026.
  • Capital Investment Advisors left its MFS Investment Grade Municipal Trust share count unchanged in Q1 2026.
  • MFS Investment Grade Municipal Trust made up ﹤0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #684 holding.
  • Capital Investment Advisors first reported a position in MFS Investment Grade Municipal Trust in Q4 2019 and has held it in 25 quarters since.
  • Capital Investment Advisors's MFS Investment Grade Municipal Trust position peaked at $442K in Q4 2021.
  • 33 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.